Derek Jon Iverson
Investment adviser representative at LPL Financial LLC
28 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Derek Jon Iverson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- LPL Financial, LLCJul 2021 to now
- Heartland Properties LLCSep 2017 to now
- Irish Group, IncJan 2015 to now
- Iverson/ Anderson/ Collignon/ Full PropertiesSep 2017 to Nov 2017
- Various Insurance Carriers for W&r Insurance AgenciesJun 1998 to Jul 2021
- Waddell & Reed, Inc.Mar 1998 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3037047
- Firm CRD
- 6413